Category: Approval Process

In March 2017 APQC surveyed organizations with high transactional volumes to understand the impact of automating the sales order entry process on performance and practices. The resulting infographic (below) shows how organizations that have adopted sales order automation have improved customer satisfaction, data capture for analytics purposes, and operational efficiency.

We’ve seen this ourselves at frevvo as we’ve automated our own internal approvals. It’s far easier and more efficient than managing them through email.

Central Wyoming College saw significant value in streamlining their PO process which involves calculations, lookups and dynamic routing fixing a particularly error-prone procedure as a result. Instead of a paper-based process that required manual follow-up, delays and hours of wasted time, they now have a digital process that works on all devices, is easy-to-use and saves hours of staff time allowing them to focus on students rather than paperwork.

Central Wyoming College serves Fremont, Hot Springs and Teton Counties. CWC is committed to supporting students through their educational journey and helping them achieve success.

CWC wants to reduce their reliance on paper and sneaker-net processes. They saw significant value in streamlining their PO process which involves calculations, lookups and dynamic routing fixing a particularly error-procedure as a result.

“Our PO workflow was automated in record time. The forms look good and are
easy-to-use. frevvo’s system just works and meets our needs at reasonable cost.”

John Wood,
Chief Information Officer

CWC selected frevvo to automate their PO process because of its modern look & feel, speed of implementation, ease of use and dynamic routing.

As a result of the streamlined PO process, hours of staff time have been reduced and CWC staff can get back to focusing on students rather than administrative tasks.

Purchase Order Approval is a very routine day-to-day workflows. Many customers choose Live Forms to digitize this workflows.

Starting with one of our pre-built templates, you can easily customize it to create your own fully electronic, mobile-capable and business-ready PO in very little time. You won’t need expensive and hard-to-find skills like iOS/Android app development or HTML5/CSS3 expertise to create a beautiful, electronic app that just works on all devices.

At frevvo, we just digitized a completely customized Purchase Order approval workflow for a University customer in 45 man-hours.

We’ve seen that many customers use frevvo to automate Purchase Orders. It’s the most frequent one. One of our partners asked me if I could quantify what’s it really worth. So, I tried to measure it for a 3-step approval workflow and the result was surprising at least to me. Here are the assumptions:

You’ll save ~$50K every single year or 57% of your costs. It’s amazing how much the paper/email process actually costs you – close to $85K per year. You’ll see positive ROI in just a bit over 2 months. And that doesn’t even take into account the time spent trying to track down emails, chasing down managers for signatures or, perhaps of greater importance, the Opportunity Cost of delayed approvals.

Try this ROI Calculator for your own organization. It’s often hard to see how much those paper/email workflows are really costing you. Visit our website to view customer success stories and signup for a free trial.

Travel Authorization and Reimbursement is a common workflow that’s used by employees to request authorization for expenses prior to travel and t
hen to reconcile actual expenses before submitting for payment. If actual expenses exceed estimated expenses, the workflow will obtain additional approval. Finally, the workflow routes to the Finance Department for payment.

Click on the image to view the video and see how you can start with a pre-built template and have a fully-functional travel authorization workflow in less than 15 minutes. You can also view the documentation for this template.

Mercy Ships, a global charity, has operated a fleet of hospital ships in developing nations since 1978. Mercy Ships follows the 2000-year-old model of Jesus, bringing hope and healing to the world’s forgotten poor.
The organization was using Adobe LiveCycle forms or DocuSign and e-mailing documents around for signatures and approvals. However, as major browsers on desktop and mobile devices dropped support for the Adobe plugin, it was getting increasingly difficult to use. They decided to standardize on a single product that could handle forms, workflows and signatures.

We wanted a single, affordable solution that would be able to address our forms, workflow and document signature requirements. frevvo’s modern, browser-based solution is easy-to-use, meets all our business needs at a reasonable price.

Live Forms is the best web-based forms & workflow solution on the market today to address our needs.

Chris Gregg,
Chief Information Officer

Mercy Ships selected frevvo Live Forms because it provided an easy-to-use solution that handles forms, workflow as well as signatures at an affordable cost. In addition, frevvo’s generous support for non-profit organizations and world-class Customer Success team have ensured a successful deployment.

Mercy Ships has now automated 70+ day-to-day forms and workflows from HR to Volunteer processes with several more to be rolled out in the near future.